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932 results for Investment Analyst jobs

Accounting Manager - RE Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half Finance and Accounting is partnering with a privately held real estate investment firm headquartered in San Francisco to hire a <strong>Senior Accountant</strong>. If interested, please message <strong>Jennifer Fukumae</strong> on LinkedIn.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2013 by a seasoned real estate investor, the firm manages ~$1B in assets across three active funds. Capital is sourced from institutional investors, family offices, and ultra-high-net-worth individuals. With a broad investment mandate spanning opportunistic, value-add, debt, and long-term real estate assets, the team is known for tackling complex transactions with speed, creativity, and certainty of execution.</p><p><br></p><p><strong>The Role</strong></p><p>As Senior Accountant, you will play a key role supporting fund operations, investor reporting, compliance, and financial analysis. Responsibilities include:</p><ul><li>Reviewing monthly property operating reports, budgets, and cash flows.</li><li>Partnering with the fund administrator on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Preparing and analyzing fund- and property-level performance returns; supporting financial modeling and projections.</li><li>Assisting with quarterly valuations and SEC compliance filings.</li><li>Coordinating year-end audits and tax returns with auditors and tax advisors.</li><li>Overseeing capital calls, distributions, and co-investment activity.</li><li>Interfacing with operating partners, investors, and service providers to meet reporting and diligence requests.</li></ul>
  • 2025-09-12T03:18:58Z
Finance Business Partner - Insurane - Great benefits!
  • Boston, MA
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p>We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams</li><li>Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base</li><li>Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions</li><li>Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue</li><li>Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals</li><li>Contribute to company-wide LTV modeling to guide channel and product strategy</li><li>Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies</li><li>Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders</li><li>Manage partnership compensation models and collaborate with accounting for accurate and timely execution</li><li>Oversee expense management, including contract review, reporting, and headcount forecasting</li><li>Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets</li><li>Collaborate across the finance organization to align on best practices, tools, and process improvements</li></ul><p><br></p><p><br></p>
  • 2025-09-04T13:38:43Z
Accounting Manager/Supervisor
  • Rancho Cucamonga, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager/Supervisor to join our team in Rancho Cucamonga, California. In this role, you will oversee a team of accounting professionals and ensure the accuracy and efficiency of financial operations within a dynamic construction industry environment. This position offers the opportunity to work closely with leadership and contribute to the financial success of multiple divisions.<br><br>Responsibilities:<br>• Oversee and manage accounting operations, including accounts receivable, accounts payable, and certified payroll submissions.<br>• Supervise a team of three, providing guidance, support, and performance management to ensure optimal productivity.<br>• Handle month-end close processes, including general ledger postings and financial statement preparation and analysis.<br>• Ensure compliance with prevailing wage laws, union contracts, and certified payroll reporting requirements.<br>• Track and process commission advancements, payouts, and accruals specific to each division.<br>• Utilize advanced Excel functions, such as pivot tables and macros, for financial data analysis and reporting.<br>• Collaborate with division leaders to ensure accurate job costing and financial projections.<br>• Maintain a quick 10-day close cycle to meet organizational deadlines and objectives.<br>• Work independently in an open office environment, ensuring tasks are completed with minimal supervision.<br>• Ensure accurate data entry and reporting using Q360 and Dayforce software.
  • 2025-09-09T15:09:00Z
Regional Finance Manager
  • Fort Worth, TX
  • remote
  • Permanent
  • - USD / Yearly
  • <p>Are you a finance leader looking for your next high-impact opportunity? Robert Half Finance and Accounting and Kevin Sweet have partnering with a rapidly expanding, innovative construction and energy solutions company that’s driving growth nationally through a combination of organic expansion and strategic acquisitions.</p><p><br></p><p>We’re seeking a Regional Finance Manager to support and guide financial operations across five key locations. This is a highly visible role — ideal for someone who thrives on partnering with senior leadership and influencing business decisions.</p><p><br></p><p>For additional information contact Kevin Sweet at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Serve as a key business partner to the Regional VP and General Managers / President</li><li>Lead monthly performance analyses and financial reviews</li><li>Lead quarterly full-year financial forecast effort (three statement model)</li><li>Drive rolling forecasts for sales, revenue, and margin</li><li>Prepare and present financial insights to senior leadership</li><li>Play a central role in shaping regional financial strategy and supporting ongoing growth</li><li>Help drive regional growth through financial support of acquisition targets</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor degree in accounting or finance and MBA is highly preferred</li><li>7+ years of financial modeling, financial planning and analysis for multi-sites or entities</li><li>Due diligence and mergers and acquisitions experience</li><li>Preparing three statement models</li><li>Advanced skills in Excel, including the ability to create complex financial models.</li><li>Strong analytical and problem-solving abilities, particularly with systems and software.</li><li>Exceptional written and verbal communication skills to effectively convey complex financial information.</li><li>Ability to travel up to 40% in Texas and New Mexico</li></ul><p>This is an outstanding opportunity for a finance professional ready to take on a strategic leadership role with growth visibility and career advancement potential.</p><p><br></p><p>If you or someone in your network is ready for this next step, reach out to me directly at 682-499-1182 or via email at [email protected] </p><p>Let’s connect and talk about what’s next for your career.</p><p><br></p><p>#RobertHalf #FinanceJobs #FP& A #RegionalFinanceManager #LeadershipRole #ConstructionIndustry #TexasJobs #NewMexicoJobs #NowHiring #AccountingAndFinanceCareers</p>
  • 2025-08-29T13:08:42Z
Payable Analyst
  • Miami, FL
  • onsite
  • Contract / Temporary to Hire
  • - USD / Hourly
  • <p>We are seeking a detail-oriented and analytical <strong>Accounts Payable Analyst</strong> to join our team. The ideal candidate will be responsible for managing the end-to-end accounts payable process, ensuring accuracy, compliance, and timeliness in all vendor payments. This role requires strong problem-solving skills, excellent communication, and the ability to work effectively in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, process, and reconcile invoices accurately and in a timely manner.</li><li>Ensure proper coding of invoices to general ledger accounts.</li><li>Prepare and execute payment runs, including ACH, wire transfers, and checks.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Maintain vendor records and ensure compliance with company policies and internal controls.</li><li>Assist with month-end close by preparing accruals and reconciliations.</li><li>Monitor AP aging and provide reporting as needed.</li><li>Collaborate with cross-functional teams to resolve invoice/payment issues.</li><li>Support internal and external audits by providing documentation and explanations.</li></ul><p><br></p>
  • 2025-09-05T21:28:44Z
Client Service Associate - Wealth Managment
  • San Jose, CA
  • remote
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-09-03T00:49:20Z
Total Rewards Compensation Analyst
  • Boca Raton, FL
  • remote
  • Temporary
  • 80.75 - 93.50 USD / Hourly
  • We are looking for an experienced Total Rewards Compensation Analyst to join our team on a contract basis in Boca Raton, Florida. In this role, you will play a pivotal part in evaluating and enhancing our organization's compensation structures, ensuring market competitiveness and alignment with pay equity standards. This position requires strong analytical skills and the ability to collaborate across HR, payroll, and communications teams.<br><br>Responsibilities:<br>• Conduct comprehensive compensation reviews for all roles within the organization to assess market competitiveness and provide actionable recommendations to HR leadership.<br>• Collaborate with HR and payroll teams to develop and implement compensation functionalities within ADP Workforce Now, including processes for annual, quarterly, and discretionary bonus events.<br>• Partner with HR and communications teams to design and execute communication strategies for introducing new system-driven compensation processes.<br>• Analyze compensation data to ensure compliance with pay equity standards and recommend improvements where necessary.<br>• Support the implementation of compensation benchmarking practices to align salaries and benefits with industry standards.<br>• Provide expertise in global compensation structures and ensure consistency across various organizational levels.<br>• Facilitate training and guidance for HR teams on utilizing updated compensation tools and workflows.<br>• Assist in the transition and optimization of payroll systems to seamlessly integrate new compensation functionalities.<br>• Prepare detailed reports and presentations for HR leadership, outlining findings and recommendations from compensation analyses.
  • 2025-09-12T20:05:04Z
Treasury Manager
  • Stanton, TN
  • onsite
  • Permanent
  • 170000.00 - 190000.00 USD / Yearly
  • <p>We are looking for an experienced Treasury Manager to join our client's team. In this role, you will oversee global treasury operations, ensuring compliance, managing cash flow, and driving strategic financial initiatives. This position offers an exciting opportunity for a critical thinker with strong corporate finance expertise to lead a team and contribute to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage global treasury operations, including cash flow forecasting and compliance adherence.</p><p>• Develop and implement strategies to optimize cash management and mitigate financial risks.</p><p>• Analyze and interpret complex loan agreements and financial requirements to ensure compliance with reporting standards.</p><p>• Provide guidance and oversight to a team of five remote treasury professionals, fostering collaboration and performance.</p><p>• Collaborate with cross-functional teams to support corporate finance initiatives and decision-making.</p><p>• Monitor and assess financial risks, recommending solutions to enhance financial stability and growth.</p><p>• Stay updated on industry trends and regulations to ensure treasury practices align with best standards.</p><p>• Prepare and present detailed financial reports to senior leadership, offering insights and recommendations.</p><p>• Oversee the implementation of new risk and compliance processes within the treasury function.</p><p>• Support strategic planning by providing financial analysis and insights related to cash flow and treasury operations.</p>
  • 2025-08-27T15:59:22Z
FP&A Manager
  • St Petersburg, FL
  • onsite
  • Permanent
  • 120000.00 - 155000.00 USD / Yearly
  • <p>We are looking for an experienced FP& A Manager to join our team in Tampa, Florida. This role is ideal for an individual with over 10 years of expertise in financial analysis, reporting, and management processes. The position offers an opportunity to contribute to strategic financial planning and optimize organizational resources.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support decision-making and identify trends that impact business performance.</p><p>• Develop and manage annual budgets, ensuring alignment with organizational objectives.</p><p>• Implement and oversee auditing processes to ensure compliance with internal and external standards.</p><p>• Utilize data mining techniques and tools to extract actionable insights from financial data.</p><p>• Prepare and present comprehensive financial reports using platforms such as Power BI</p><p>• Coordinate and optimize budget processes to enhance efficiency and accuracy.</p><p>• Monitor financial performance and recommend strategies for cost optimization and revenue growth.</p>
  • 2025-09-05T16:04:49Z
Accounting Manager/Supervisor
  • Monrovia, CA
  • onsite
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager/Supervisor to join our team in Monrovia, California. In this role, you will oversee key financial processes, ensuring accuracy and compliance while contributing to strategic decision-making. This is an excellent opportunity for someone with strong attention to detail to work in a dynamic environment and support critical operational functions.<br><br>Responsibilities:<br>• Lead and manage cost accounting activities, including inventory valuation, standard cost roll-ups, and variance analysis for manufacturing or lab operations.<br>• Prepare comprehensive financial reports on a monthly, quarterly, and annual basis, including variance analysis and performance metrics for senior management.<br>• Oversee the month-end close process, ensuring accurate recording of accruals, journal entries, and reconciliations related to operational expenses.<br>• Provide financial data and schedules to support audit requirements and public company compliance.<br>• Manage equity compensation reporting and forecasting, including modeling expenses for RSUs, stock options, and other plans.<br>• Collaborate with cross-functional teams, such as R& D and Operations, to develop and maintain financial models and forecasts.<br>• Utilize business intelligence tools like Power BI, Tableau, or Adaptive Insights to analyze trends and deliver actionable insights.<br>• Assist in creating the annual operating plan, long-term forecasts, and reforecast cycles to align with organizational goals.<br>• Identify opportunities to enhance financial systems, processes, and controls to support the growth of the organization.
  • 2025-08-19T23:24:22Z
Controller – Venture Capital Investment Firm
  • Menlo Park, CA
  • remote
  • Permanent
  • 170000.00 - 200000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a private investment firm specializing in venture capital. The team partners with innovative companies across high-growth sectors, backing visionary entrepreneurs and scalable business models. Beyond providing capital, the firm brings strategic support to help portfolio companies accelerate growth and achieve long-term success.</p><p><br></p><p>&#128233; <em>For fastest consideration, please message Jennifer Fukumae on LinkedIn.</em></p><p><br></p><p><strong>This is a fully remote position; however, the role will require the first few months onsite in the South Bay for training and onboarding.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage all aspects of financial operations, ensuring accuracy, compliance, and alignment with organizational goals</li><li>Oversee monthly and quarterly close processes, delivering timely and reliable financial reporting</li><li>Direct and coordinate the outsourced accounting team to ensure seamless day-to-day operations</li><li>Prepare forecasts, reporting packages, and financial insights for executive leadership and external stakeholders</li><li>Establish and monitor key performance indicators to guide business strategy and growth initiatives</li><li>Develop and refine financial models to support planning, analysis, and decision-making</li><li>Partner closely with the Managing Partner on critical initiatives and long-term financial strategy</li><li>Identify, recommend, and implement process improvements to enhance efficiency and strengthen financial controls</li></ul>
  • 2025-09-12T03:48:45Z
IT Finance Manager
  • Phoenix, AZ
  • onsite
  • Temporary
  • 75.00 - 90.00 USD / Hourly
  • <p>Robert Half Management Resouces is seeking an experienced IT Finance Manager to join one of our waste management clients on an interim basis. In this role, you will collaborate closely with IT and Finance leadership to provide strategic financial insights and operational support. This position offers an opportunity to work in a fast-paced, evolving IT environment where your expertise will drive impactful decision-making.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead financial planning, forecasting, and analysis activities for IT operations, ensuring accurate and actionable insights.</p><p>• Develop and maintain advanced financial models in Excel to support strategic decision-making processes.</p><p>• Collaborate with IT and Finance leadership to deliver meaningful recommendations and drive business outcomes.</p><p>• Support reporting initiatives, including the creation of dashboards and visualizations, with experience in Power BI being a plus.</p><p>• Provide financial guidance and expertise in a dynamic, rapidly changing IT landscape.</p><p>• Oversee month-end close processes, ensuring timely and accurate reporting.</p><p>• Partner with cross-functional teams to align financial strategies with organizational goals.</p><p>• Drive continuous improvement in financial processes and systems to enhance efficiency and accuracy.</p><p>• Analyze financial data to identify trends, risks, and opportunities for the IT organization.</p>
  • 2025-08-19T16:14:12Z
Accountant Corporate Accounting Analysis Downtown Client
  • Houston, TX
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>Follow Shad on LI and watch his videos on his open roles at #chalkboardtalk.</p><p><br></p><p>&#128226; <strong>Our Client's Hiring: Senior Accountant – Global LNG Client &#127757;&#128293;</strong></p><p>&#128205; <strong>Location:</strong> On-site in Houston, TX &#127970; <strong>Industry:</strong> Energy – Liquefied Natural Gas (LNG) &#128188; <strong>Position Type:</strong> Full-Time</p><p>&#128100; <strong>About the Role</strong></p><p>Join a world-class LNG company with a dynamic leadership team and a proven track record of success. Client is seeking a <strong>Senior Accountant</strong> who brings sharp analytical skills and a solid foundation in <strong>public accounting</strong>. If you're CPA-certified or actively pursuing it, and ready to grow in a high-impact role—this is your moment.</p><p>&#129504; <strong>What You'll Do</strong></p><ul><li>&#128202; Perform financial analysis with insights rooted in public accounting</li><li>&#129534; Support Budgeting and Forecasting processes within the General and Administrative Budgeting and Forecasting process</li><li>&#128269; Collaborate cross-functionally to support strategic financial decisions</li><li>&#128200; Contribute to forecasting, budgeting, and variance analysis</li><li>&#128736;️ Support audits and ensure compliance with regulatory standards</li><li><br></li></ul><p>&#128176; <strong>Compensation & Benefits</strong></p><ul><li>&#128181; Competitive Base Salary</li><li>&#127873; Bonus Potential</li><li>&#128200; Equity Potential</li><li>&#127973; Full Benefits Package</li><li>&#128184; 401(k) with 6% Company Match</li><li>&#127775; Career growth in a thriving global energy firm</li></ul><p>&#128640; <strong>Why Join Us?</strong></p><ul><li>&#127760; Global impact in the LNG sector</li><li>&#129489;‍&#128188; Visionary leadership team</li><li>&#127942; Culture of excellence and innovation</li><li>&#128205; Prime Houston location</li></ul><p>Email Shad at [email protected] for confidential consideration.</p>
  • 2025-08-20T13:58:46Z
Finance Manager
  • Lowell, MA
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><br></p><p>We are looking for an experienced Finance Manager to serve as a strategic partner to our Operations, Manufacturing, and Finance teams. This role involves analyzing financial data, overseeing accounting functions, and implementing strategies to enhance operational efficiency while optimizing financial outcomes. The ideal candidate will possess strong leadership skills and a deep understanding of cost analysis and budgeting processes.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations and Manufacturing teams to provide actionable financial insights and recommendations that improve efficiency and profitability.</p><p>• Supervise accounting functions, including inventory analysis, cost of goods reporting, and management of excess and obsolete inventory.</p><p>• Lead wafer inventory valuation processes within a standard cost framework, performing variance analyses to ensure accurate financial reporting.</p><p>• Oversee cycle count reporting and physical inventory procedures to maintain compliance and accuracy.</p><p>• Conduct thorough reviews of manufacturing variances and spearhead annual updates to standard costing, presenting findings to Business Unit leaders and Operations Managers.</p><p>• Direct the budgeting process, including preparation, evaluation, and variance analysis, for operational activities.</p><p>• Update and manage standard labor and overhead rates, as well as costs for wafers, sub-assemblies, and finished goods.</p><p>• Perform detailed analyses of cost structures, including fixed and variable costs, actual versus forecast comparisons, and utilization metrics.</p><p>• Identify inefficiencies in operations and develop internal controls to improve processes and achieve measurable cost savings.</p>
  • 2025-08-25T17:14:24Z
Treasury Manager
  • Collierville, TN
  • onsite
  • Permanent
  • 80000.00 - 100000.00 USD / Yearly
  • <p>We have a prestigious client who is looking for an experienced Treasury Manager to oversee critical treasury functions and contribute to the financial health of our organization. Based in the Memphis, Tennessee area, this role will focus on cash management, banking relationships, and financial analysis while driving process improvements and operational efficiency. The ideal candidate will possess strong analytical skills and the ability to work independently in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including updating banking reports, setting cash positions, and investing excess funds.</p><p>• Forecast both short-term and long-term cash needs to ensure liquidity and financial stability.</p><p>• Initiate and process payments such as wires and ACH transfers using online banking systems.</p><p>• Open, close, and maintain bank accounts, including ensuring proper authorization of signers.</p><p>• Build and maintain strong relationships with banking partners to optimize financial services.</p><p>• Assist with financial audits and collaborate on month-end accounting tasks as needed.</p><p>• Conduct weekly remote check deposits and ensure timely reconciliation of accounts.</p><p>• Analyze large datasets to uncover trends, insights, and opportunities for improvement.</p><p>• Document treasury policies and procedures to ensure compliance and efficiency.</p><p>• Evaluate account analysis statements to identify discrepancies, trends, or pricing issues.</p>
  • 2025-09-04T14:29:18Z
Trust Audit Manager (part time contract)
  • Dallas, TX
  • remote
  • Temporary
  • 40.00 - 40.00 USD / Hourly
  • <p>We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented individual with strong expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist <strong>(CFIRS) certification</strong>. The selected candidate will play a key role in ensuring compliance with regulatory standards through detailed review and analysis of control testing activities. this is a remote part-time contract position.</p><p><br></p><p>Responsibilities:</p><p><strong>Must Have CFIRS certification</strong></p><p>• Evaluate control testing activities conducted during Annual Reviews of trust accounts to ensure accuracy and compliance with expectations.</p><p>• Review evidence and documentation related to account management controls, including administrative reviews, investment reviews, and governing documents.</p><p>• Assess minutes from Trust Advisory Committee meetings and related documentation, such as Investment Objective Statements and Letters of Understanding.</p><p>• Analyze account synoptic reports, Fi-Tek data, transaction statements, and tax return documentation for thoroughness and adherence to standards.</p><p>• Identify gaps or weaknesses in control testing processes and provide actionable recommendations for improvements.</p><p>• Ensure regulatory compliance by applying industry best practices and aligning testing results with governing documents.</p><p>• Collaborate with senior consultants to validate testing methodologies and findings.</p><p>• Provide comprehensive feedback to strengthen control testing accuracy and reliability.</p><p>• Maintain a focus on regulatory expectations, ensuring all activities align with compliance requirements.</p>
  • 2025-09-05T14:24:22Z
Sr. Accountant
  • Urbandale, IA
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • We are looking for a dedicated Senior Accountant to join a reputable insurance organization in Urbandale, Iowa. The ideal candidate will play a key role in financial reporting, analysis, and compliance, while contributing to the overall success of the accounting team. This position offers a clear path for growth and skill development within the company.<br><br>Responsibilities:<br>• Prepare and review financial statements on a monthly, quarterly, and annual basis, ensuring adherence to statutory accounting principles.<br>• Assist in the development and submission of quarterly and annual financial statements and regulatory filings, including management discussion and analysis reports.<br>• Perform general ledger reconciliations and create journal entries for premium, loss, reinsurance transactions, and investment activities.<br>• Generate financial analyses and variance reports for management and regulatory authorities.<br>• Support the budgeting, forecasting, and cash flow projection processes to maintain financial stability.<br>• Ensure compliance with established internal controls, accounting policies, and procedures.<br>• Coordinate with external auditors and regulatory examiners to facilitate smooth audits and examinations.<br>• Contribute to the improvement and implementation of accounting systems and operational processes.<br>• Stay updated on changes to accounting standards and insurance regulations, assessing their impact on financial reporting.<br>• Collaborate with departments such as underwriting, claims, and actuarial teams to validate financial data and results.
  • 2025-08-22T14:38:56Z
Controller
  • Oak Brook, IL
  • onsite
  • Temporary
  • 55.00 - 70.00 USD / Hourly
  • <p>We are looking for an experienced Controller to join our team on a long-term contract basis in Oak Brook, Illinois. In this role, you will oversee a team responsible for key financial functions, including accounts receivable, accounts payable, payroll, taxation, and general accounting. This position offers an excellent opportunity to contribute to the financial success of the organization while fostering collaboration within a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise a team managing accounts receivable, accounts payable, payroll, taxation, and general accounting processes.</p><p>• Oversee the preparation and analysis of financial statements and reports to ensure accuracy and compliance.</p><p>• Implement and maintain effective controls to safeguard financial integrity and support organizational goals.</p><p>• Collaborate with stakeholders to optimize financial workflows and enhance operational efficiency.</p><p>• Ensure compliance with all relevant regulations and standards, including tax laws and reporting requirements.</p><p>• Manage the general ledger and ensure proper reconciliation of accounts.</p><p>• Provide strategic insights and recommendations based on financial analysis to support business decisions.</p><p>• Utilize Sage Intacct software for financial operations and reporting when applicable.</p><p>• Drive improvements in the revenue cycle, particularly in healthcare billing and hospital revenue processes.</p><p>• Support the organization in navigating multi-segment operations and private equity-backed structures.</p>
  • 2025-08-21T17:08:45Z
IT Finance Manager
  • Kansas City, MO
  • onsite
  • Temporary
  • - USD / Hourly
  • We are looking for an experienced IT Finance Manager to join our team in Kansas City, Missouri. In this long-term contract role, you will play a pivotal part in overseeing financial operations, ensuring accurate reporting, and driving strategic financial planning. This position offers a unique opportunity to contribute to the success of both IT and financial processes within the organization.<br><br>Responsibilities:<br>• Manage the month-end close process, ensuring accuracy and timeliness.<br>• Develop and maintain financial models to support strategic decision-making.<br>• Analyze financial data to identify trends and provide actionable insights.<br>• Prepare and present detailed financial reports for stakeholders and management.<br>• Oversee budgeting and forecasting activities, ensuring alignment with organizational goals.<br>• Review and post journal entries, including adjustments, to maintain accurate accounting records.<br>• Ensure compliance with fixed asset accounting, including depreciation and amortization schedules.<br>• Streamline expense reporting processes to improve efficiency and accuracy.<br>• Monitor and manage the financial close process to ensure deadlines are met.<br>• Collaborate with IT teams to align financial goals with technological initiatives.
  • 2025-09-03T12:59:08Z
Controller
  • Methuen, MA
  • onsite
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p><br></p><p>The Financial Controller is a key member of the leadership team, responsible for managing the financial operations of the site. This includes oversight of accounting functions, cost systems, internal controls, financial reporting, budgeting, and forecasting. The role works closely with site leadership and the Finance Director to deliver accurate, timely financial insights that support strategic decision-making, enhance operational performance, and ensure compliance with internal policies and external regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead daily operations of the finance and accounting team, ensuring timely monthly close, accurate reporting, account reconciliations, and compliance.</li><li>Manage and improve the standard cost accounting system, including inventory valuation, overhead allocation, and margin analysis.</li><li>Develop and enforce internal controls, financial policies, and reporting standards.</li><li>Collaborate with site leadership to define and monitor key performance indicators (KPIs) that drive financial and operational efficiency.</li><li>Lead site-level budgeting and forecasting processes; support corporate finance with consolidated analysis and reporting.</li><li>Oversee local cash management processes and ensure controls are in place for cash handling and transactions.</li><li>Conduct detailed variance analysis and profitability reviews by product, customer, and department; assist with pricing, quoting, and investment evaluations.</li><li>Analyze low-margin orders to identify root causes and improvement opportunities.</li><li>Support and coordinate internal and external audit processes.</li><li>Provide financial training to site leadership and staff to enhance financial understanding.</li><li>Actively participate in cross-functional leadership meetings, providing financial insights to support strategic and operational initiatives.</li></ul><p><br></p><p><strong>Core Competencies</strong></p><ul><li>Financial and operational acumen</li><li>Strategic problem-solving skills</li><li>Leadership and team development</li><li>High integrity and accountability</li><li>Strong communication and collaboration</li><li>Systems and process improvement mindset</li></ul>
  • 2025-08-25T17:18:50Z
Controller
  • Waterbury, CT
  • onsite
  • Permanent
  • 175000.00 - 195000.00 USD / Yearly
  • <p><strong>Job Title: </strong>Controller</p><p><strong>Location:</strong> Greater Waterbury area | Hybrid</p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact:</strong> Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference:</strong> SF0013264623</p><p><strong>Compensation: </strong>$165,000 - 195,000 + Bonus</p><p><br></p><p>We are looking for an experienced Controller to provide strategic leadership and financial oversight across a division of a global organization. This role involves managing crucial financial activities, ensuring compliance with accounting standards, driving operational efficiency, and fostering a collaborative partnership with operational leaders. The ideal candidate will have a strong background in operations finance within a manufacturing environment, along with proven leadership skills and a detail-oriented mindset.</p><p><br></p><p><strong>Main Responsibilities </strong></p><ul><li>Lead finance teams to deliver accurate global budgets, multi-year plans, forecasts, and monthly performance reviews, while identifying risks and opportunities.</li><li>Streamline processes to achieve a balance between control, efficiency, and speed in decision-making.</li><li>Standardize financial processes and implement best practices across manufacturing facilities.</li><li>Ensure financial reporting adheres to US GAAP in North America and complies with applicable accounting standards and tax laws for international locations.</li><li>Maintain strong financial controls and compliance across all operations.</li><li>Provide actionable insights and analysis on financial business cases, including RFQs, investment evaluations, and strategic make-or-buy decisions.</li><li>Collaborate with operations leaders and site controllers to establish key performance metrics and reporting frameworks to track daily/weekly progress against financial expectations.</li><li>Develop robust reporting on product and portfolio profitability, identifying variances and key drivers compared to budgets and quotes.</li><li>Drive capital budgeting and long-term investment planning, ensuring adherence to spending timelines and performance metrics.</li><li>Ensure timely processing of receivables, payables, and payroll in alignment with internal guidelines.</li><li>Perform regular financial reviews, focusing on profitability, balance sheets, and operational performance.</li></ul><p><strong>Requirements</strong>:</p><ul><li>BS in Accounting, Finance, or related. MBA or CPA is a plus</li><li>5+ years of experience as a controller within a manufacturing environment</li><li>Solid understanding of manufacturing financial operations, including product costing</li><li>Expertise in operational finance, such as profitability calculations, product mix analyses, and cost-saving strategies.</li><li>Strong skills in developing processes, improving procedures, and implementing reporting systems.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo at the email referenced above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
  • 2025-08-20T13:28:49Z
Director of Finance
  • New York, NY
  • onsite
  • Permanent
  • 200000.00 - 300000.00 USD / Yearly
  • <p><em>We are seeking an experienced </em><strong><em>Director of Finance</em></strong><em> to lead financial strategy and operations at our New York office. This is a high-impact leadership role responsible for driving revenue planning, budgeting, and financial forecasting while implementing modern tools and streamlining processes. You’ll work closely with senior leadership and a global finance team to shape and execute the financial vision of the firm.</em></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead budgeting, revenue planning, and forecasting to align with business goals.</li><li>Develop and execute multi-year strategic financial plans.</li><li>Drive improvements in financial reporting to deliver clear, actionable insights.</li><li>Identify and implement process improvements and tech-driven solutions—including AI tools—to boost efficiency.</li><li>Partner with global counterparts to ensure cohesive financial strategy across regions.</li><li>Use Power BI and other analytics tools to support business transformation.</li><li>Build, lead, and mentor a high-performing finance team across locations.</li><li>Oversee cash flow management to ensure financial health and operational resilience.</li><li>Act as a strategic advisor to senior leadership on financial planning and execution.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven leadership experience in a senior finance role, ideally within a professional services environment.</li><li>Strong background in budgeting, forecasting, and long-term financial planning.</li><li>Hands-on experience with financial systems and analytics platforms (e.g., Power BI).</li><li>Track record of implementing process improvements and digital transformation initiatives.</li><li>Excellent communication and leadership skills, with the ability to influence across all levels.</li><li>Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus).</li></ul><p><strong>Work Environment:</strong></p><ul><li>Hybrid model: 3 days/week in-office in Manhattan.</li><li>Fast-paced, collaborative, and results-oriented culture.</li></ul><p><br></p>
  • 2025-09-02T14:38:44Z
Finance Lead
  • Chicago, IL
  • onsite
  • Permanent
  • 185000.00 - 190000.00 USD / Yearly
  • <p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
  • 2025-08-26T22:35:13Z
Accounting Manager
  • Benicia, CA
  • onsite
  • Temporary
  • 50.00 - 55.00 USD / Hourly
  • <p>Our construction client in Benicia is seeking an interim Accounting Manager for a 2+ month clean-up project. Our Accounting Manager will oversee the general ledger, production of financial statements, monthly reporting, budgets, and financial analysis -- some of this work will be in prior months. Evaluation of internal controls and implementation of accounting processes is critical to this position. This role is expected to pay $50-$55/hr. and has the chance of converting to full time.</p><p><br></p><p>Job Duties & Responsibilities</p><p>o Oversee general accounting and month-end close process, including journal entry preparation, general ledger account reconciliation and variance analysis</p><p>o Prepare Consolidated Balance Sheet and P& L fluctuation analysis and ratio analysis</p><p>o Maintain control of the general ledger, and post and close all entities</p><p>o Establish procedures and document critical accounting policies and issues</p><p>o Supervise, train and mentor direct reports</p><p>o Analyze financial data and prepare financial packages</p><p>o Understand the job costing and construction accounting methodology to better align processes to bring better consistency</p><p>o Work in Process & Job Costing analysis</p><p>o Responsibilities includes monthly forecasting and financial strategies to help with the growth of the company’s financial health</p><p>o Job costing/posting to ERP and provide project budgets prior the project starts.</p><p>o Provide quarterly close-out and milestones</p><p><br></p><p><br></p>
  • 2025-09-12T19:24:11Z
Wealth Advisor/Lead Advisor (DOE)
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 200000.00 USD / Yearly
  • <p><strong>Wealth Advisor / Lead Wealth Advisor</strong></p><p>A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.</li><li>Serve as the first point of contact for client communications and ensure timely, thorough responses.</li><li>Lead client meetings and oversee execution of post-meeting action items.</li></ul><p><strong>Financial Planning & Strategy</strong></p><ul><li>Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.</li><li>Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.</li><li>Review and approve trades, portfolio rebalances, and tactical implementation steps.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Mentor and guide team members on complex planning topics and service delivery.</li><li>Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.</li><li>Lead local service teams and contribute to firm-wide initiatives and training programs.</li></ul><p><strong>Business Development & Community Engagement</strong></p><ul><li>Support new client acquisition through referrals, networking, and participation in the sales process.</li><li>Represent the firm at public speaking engagements and community events.</li><li>Cultivate relationships with centers of influence and custodial partners.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive compensation based on experience and role.</li><li>Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.</li><li>Flexible work culture with in-office collaboration and opportunities for career growth.</li><li>Award-winning workplace culture focused on authenticity, inclusion, and community impact.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-29T15:04:35Z
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